Kura Sushi USA, Inc.

KRUS Consumer Cyclical Restaurants

Kura Sushi USA, Inc.’s revenue for fiscal 2026 (year ended August 2026) was $328.3 million, up 16.1% from fiscal 2025.

Revenue
+11.9%
EPS
−110.5%
Free cash flow
+72.9%

Quarter to August 2026, against a year earlier

37.00 0.79 −2.09%
Market cap
$450.4M
P/E
0.0×
Fwd P/E
−204×
Dividend yield
—
F-score
3/9
Altman Z
1.88
Beneish M
−2.97
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 0.72
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — 1 — — — — — — — — — —
Insider Ownership 39.83%

Capital & Financial Ratios $m

Size
Market Cap 450.39
Revenue ttm 328.28
Net income ttm (4.64)
Free cash flow ttm (26.20)
Net debt Q (44.31)
Valuation
P/E 0.00
Forward P/E (204.00) (negative: loss-making)
Price / sales 1.37
Forward P/S Powerpack
Price / FCF 0.00
Price / book 1.94
Financial health
Current ratio Q 1.24
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q (37.82)
Growth
Revenue growth Q +11.87% (above 0%: growing)
Operating income growth Q −143.92% (below 0%: shrinking)
EPS, this year +147.64% (at or above 15%: strong)
EPS, next year A +61.15% (at or above 15%: strong)
Revenue, next year A +16.81% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A —

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/S against its own 10 years 2.11%
10-year low 10-year high
P/B against its own 10 years 6.29%
10-year low 10-year high
EV/Sales against its own 10 years 4.04%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 2026
Cash 78 51 62 —
Receivables 5 5 6 5
Inventory 2 2 2 3
Other 4 0 0 —
89 61 75 59
2023 2024 2025 2026
Payables 8 9 12 11
ST’ Debt — — — —
Other 13 0 1 —
29 34 43 48

Compound Annual Growth %

10y 5y 3y
Sales — 38.30% 20.54%
Cash Flow — 0.00% 20.83%
Earnings — 0.00% 0.00%
Book Value — 20.62% 12.10%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Nov Feb May Aug Year
’26 — — — — —
’26 (0.25) (0.14) 0.03 (0.02) (0.38)
’25 (0.08) (0.31) 0.05 0.18 (0.16)
’24 (0.18) (0.09) (0.05) (0.46) (0.79)
’23 (0.21) (0.10) 0.16 0.25 0.14
’22 (0.13) (0.19) 0.05 0.19 (0.08)
’21 (0.76) (0.46) 0.09 (0.09) (1.21)
Fiscal quarters ending in the months shown.

Revenue $m

Nov Feb May Aug Year
’26 — — — — —
’26 73 80 86 89 328
’25 64 65 74 79 283
’24 51 57 63 66 238
’23 39 44 49 55 187
’22 30 31 38 42 141
’21 9 9 18 28 65
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Nov Feb May Aug Year
’26 — — — — —
’26 1 8 10 13 32
’25 4 4 7 9 25
’24 2 4 9 1 16
’23 1 1 5 11 18
’22 11 (1) 7 7 24
’21 (3) (6) (1) 3 (7)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Nov Feb May Aug Year
’26 — — — — —
’26 (13) (9) (4) 0 (26)
’25 (8) (7) (7) (1) (24)
’24 (7) (10) (3) (10) (29)
’23 (9) (5) (8) (2) (23)
’22 4 (8) 0 (1) (4)
’21 (9) (9) (2) 0 (21)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to August

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 37 52 64 45 65 141 187 238 283 328 +27.4% 389 463 — +18.8%
Gross margin, % 11.85 15.68 14.82 (9.42) 9.41 15.52 15.35 12.41 11.82 10.90 (0.9) pt
EBT 1 2 2 (16) (10) (1) 2 (9) (2) (4) n/m
EBT margin, % 2.54 3.38 2.37 (35.83) (15.70) (0.49) 0.93 (3.63) (0.61) (1.35) (3.9) pt
Net income 1 2 1 (17) (10) (1) 2 (9) (2) (5) n/m
Per share, $
Per share, $ Revenue 7.45 10.35 12.16 5.42 7.61 14.52 18.19 21.23 23.73 27.06 +15.4%
Earnings 0.14 0.35 0.28 (2.08) (1.21) (0.08) 0.15 (0.79) (0.16) (0.38) n/m
Cash flow 0.59 1.05 1.13 (1.56) (0.84) 2.44 1.75 1.39 2.07 2.63 +18.1%
Capex (1.21) (1.32) (2.13) (1.73) (1.67) (2.85) (3.96) (3.97) (4.06) (4.79) +16.5%
Free cash flow (0.62) (0.27) (1.00) (3.29) (2.51) (0.41) (2.21) (2.58) (1.98) (2.16) +14.8%
Book value 2.93 4.30 11.77 5.48 10.65 9.60 15.98 14.51 19.39 19.12 +23.2%
Shares, m 5 5 5 8 9 10 10 11 12 12 +10.4%
Valuation, ×
Valuation, × P/E 67.62 67.62 93.53 0.00 0.00 0.00 794.27 0.00 0.00 0.00 102.3
P/S 0.00 0.00 2.30 2.26 6.68 5.15 4.80 2.90 3.58 1.69 2.9
P/B 4.56 4.56 2.38 2.23 4.77 7.79 5.47 4.24 4.39 2.39 4.3
EV/Sales 0.00 0.00 1.75 2.08 6.06 4.90 4.39 2.68 3.36 1.55 2.7
EV/FCF (17.12) (17.12) (23.70) (3.43) (18.40) (174.10) (36.14) (22.06) (40.25) (19.45) (37.2)
Cash, $m
Cash, $m Operating cash flow 3 5 6 (13) (7) 24 18 16 25 32 +30.3%
Capex (6) (7) (11) (14) (14) (28) (41) (45) (48) (58) +28.6%
Free cash flow (3) (1) (5) (27) (21) (4) (23) (29) (24) (26) +26.7%
Balance, $m
Balance, $m Working capital 1 2 33 1 37 17 60 27 33 11 +36.6%
Net debt 0 (2) (36) (8) (40) (36) (78) (51) (62) — +234.3%
Shareholders’ equity 15 22 62 46 91 93 165 163 231 232 +35.9%
Returns, %
Returns, % ROA 2.40 6.31 2.68 (17.82) (6.95) (0.40) 0.59 (2.78) (0.50) (1.02) (3.4) pt
ROIC 4.38 6.05 3.91 (27.18) (12.25) (0.82) 0.24 (6.45) (1.76) (1.78) (6.2) pt
ROE 3.91 9.63 3.48 (32.18) (15.08) (0.83) 1.16 (5.38) (0.97) (2.01) (5.9) pt
People
People Employees — 1,203 1,400 1,030 1,800 2,100 3,219 3,300 3,900 — +18.3%
Revenue/emp, $m 0.00 0.04 0.05 0.04 0.04 0.07 0.06 0.07 0.07 0.00 n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Aug 2026 · latest quarter Aug 2026 · fundamentals updated 5 Nov 2026

Kura Sushi USA, Inc. vs peers in Restaurants (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CNNE Cannae Holdings, Inc. $705.2M — (loss-making) — (loss-making) −7.26% (below 0%: shrinking) n/m +64.83% (above 0%: growing) 16.54% (55.58%) Compare
PZZA Papa John's International, Inc. $654.8M 26.2× 22.4× −10.49% (below 0%: shrinking) −35.71% (below 0%: shrinking) +14.97% (above 0%: growing) 27.76% 3.13% Compare
HDL Super Hi International Holding Ltd. Unsponsored ADR $597.8M 38.7× — +9.99% (above 0%: growing) n/m +43.42% (above 0%: growing) 65.85% 5.26% Compare
PTLO Portillo's Inc. $533.1M 29.9× 31.0× +6.97% (above 0%: growing) +200.00% (above 0%: growing) +438.83% (above 0%: growing) 65.56% 6.07% Compare
BRCB Black Rock Coffee Bar, Inc. $529.3M — (loss-making) 53.2× +25.01% (above 0%: growing) — −27.71% (below 0%: shrinking) 73.07% 6.51% Compare
LOCO El Pollo Loco Holdings, Inc. $500.9M 13.9× 13.7× +2.97% (above 0%: growing) +79.17% (above 0%: growing) +155.53% (above 0%: growing) 32.80% 14.42% Compare
BH.A Biglari Holdings Inc. $491.2M — (loss-making) — (loss-making) −1.19% (below 0%: shrinking) −18.71% (below 0%: shrinking) −73.82% (below 0%: shrinking) 30.05% 0.00% Compare
DIN DINE BRANDS GLOBAL, INC. $454.2M 90.1× 12.9× +15.14% (above 0%: growing) −19.46% (below 0%: shrinking) −35.81% (below 0%: shrinking) 34.03% 11.61% Compare
KRUS Kura Sushi USA, Inc. $450.4M — (loss-making) — (loss-making) +11.87% (above 0%: growing) n/m +72.93% (above 0%: growing) 11.96% (0.72%)
Median of peers $531.2M 29.9× 22.4× +4.97% −18.71% +29.20% 33.42% 5.67%

All 55 Restaurants stocks →

Pay and ownership Proxy statement filed 10 December 2025

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 1.16m 1.31m 166.91
2024 931.50k 611.09k 129.88
2023 1.07m 1.26m 171.95
2022 650.42k 1.14m 147.14

Ownership

Directors and executive officers, together 1.30% of the votes
Kura Japan 66.90% of the votes
FMR LLC 4.80% of the votes
Divisadero Street Capital Management, LP 3.90% of the votes
Stephens Inc. 3.50% of the votes
Granahan Investment Management LLC 3.20% of the votes
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Kura Sushi USA, Inc. (KRUS) Latest News

20 Oct

Impact 3 · · StockStory

9 Jul

Impact 3 · · MarketBeat transcript

19 May

Impact 3 · · GuruFocus.com
stockrow.com/KRUS · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com